Finance
The finance chatbot that answers from your approved wording
Answer fee, transfer and onboarding questions from your factsheets and filed disclosures, collect documents and book advisor calls. A financial chatbot that never gives personal advice.
- Approved copy only
- Declines when unsure
- Handoff to an adviser
Live conversation
Advisor Chatbot
Online — fees, docs + bookings
Jobs it gets done
The problem
A chatbot for financial services, trained on your filed documents
Agentency learns your factsheets, fee schedules, onboarding guides and risk disclosures, then answers product and process questions with the exact page cited. Anything that needs personal advice goes to a licensed advisor with the transcript attached.
The same process questions, asked every day
Four questions advisers answer before a client is ready to talk.
Onboarding questions clog the adviser
Advisors lose hours explaining account opening, ID checks and transfer forms. The chatbot walks clients through each step from your onboarding guide and escalates only real exceptions.
Product comparisons drift off the factsheet
When staff compare products from memory, fees and features drift from the factsheet. The chatbot quotes the current factsheet and links it, so every client sees the same numbers.
Compliance wording is not what the phone says
Paraphrased risk warnings create compliance exposure. The chatbot answers only from the disclosures you filed and says plainly when a question needs a licensed advisor.
After-hours enquiries go to a competitor
A prospect who writes at 10 pm and hears nothing until Monday often opens an account elsewhere. The chatbot answers overnight, captures the enquiry and books a call for the morning.
What it does
What the finance chatbot handles for your firm
Every answer comes from material you control, and the chatbot declines rather than guessing.
Product answers from factsheets
Answers fee, minimum and feature questions from the current factsheet and product pages, with the document cited so clients can check the figure themselves.
Process and onboarding steps
Explains account opening, ID verification and transfers step by step from your onboarding guides, and checks an application's status through your API.
Risk wording you already filed
Repeats your approved risk warnings and disclosures word for word instead of paraphrasing, and never says whether a product suits someone personally.
Document collection
Tells clients exactly which documents an application needs, sends the secure upload link and confirms which items are still missing from the file.
Captures the enquiry
Collects a prospect's name, contact details, account type and timeline, qualifies the inquiry and creates the lead in your CRM through a Call Action.
Hands the adviser a complete file
Passes the conversation to a licensed advisor with the transcript, the documents already supplied and the client's question, so the call starts on substance.
How it works
Live on the advice line in minutes
No integration project, no model training, no data team.
Add your product knowledge
Crawl the pages, upload the PDFs, or paste the text you already maintain. Training runs in the background.
Check the answers
Use the built-in test chat to ask the questions your team is tired of. Every answer shows the source it came from.
Install on your channels
Paste one script tag or connect WhatsApp, Telegram and Messenger from the dashboard — one knowledge base.
Watch the real questions
Conversations show which answers are missing, so you fix the document rather than arguing with the model.
What you can rely on
24/7
Coverage for product and process questions outside office hours
10
Channels one chatbot can answer on, from one knowledge base
90+
Reply languages from the knowledge you provide
Answer client questions on every channel they use
The same chatbot, the same product knowledge, on the website widget and the messaging apps your audience already uses.
- Web widget
- WhatsApp
- Slack
- Custom API
FAQ
Frequently asked questions
What teams ask before putting a chatbot in front of financial services conversations.
Still have a question?
Talk to a human. We reply by email, usually within one business day.
See it answer your product questions
Create a chatbot, upload what you already have, and ask it the questions your team is tired of answering.
- Set up in minutes
- Free forever plan
- Cancel anytime